Our Story

Sustainalytics has been a trusted partner of responsible investors for over 20 years. Since the creation of Jantzi Research in 1992 in Canada and through the merger with Europe-based Sustainalytics in 2009, the company continues to innovate and is proud to have grown into a global leader in ESG research and analysis. Explore Sustainalytics' story and find out how we grew to be a global leader in ESG research and analysis throughout the years.

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Our Story

2014

2014

First-ever Corporate Access Trip - ESG on the Ground

ESG on the Ground was a one-week field trip in Asia focused on enhancing investors’ understanding of the ESG risks and opportunities related to a specific investment theme. Comprised primarily of company site visits, investors witnessed firsthand the realities of companies’ day-to-day operations. Sustainalytics’ first ESG on the Ground corporate access trip focused on Investing in Commodities in Southeast Asia: An ESG Perspective.

Sustainalytics ESG Assessments Available on Bloomberg

Sustainalytics’ environmental, social and governance research assessments were made available to subscribers of the Bloomberg Professional service. All Bloomberg users now have access to high-level company scores and percentile rankings across ESG dimensions, while clients that subscribe to both platforms have access to more in-depth company assessments.

New Company ESG Reports Launched

In January, Sustainalytics launched its new Company ESG Reports. The reports provide a more structured approach to company analysis and include relevant quantitative and qualitative ESG information. The goal of the redesign was to present our analysis in a more streamlined, user-friendly format while still highlighting the key ESG issues within each industry.

2013

2013

Access to Medicine Foundation Selects Sustainalytics as Index Research PartnerSustainalytics will work with Access to Medicine Foundation’s research team to gather, analyze and score company data for the 2014 edition of the Index. The next iteration of the index will be launched in November 2014.

Sustainalytics named best RI analysis firm for second consecutive yearIn the 2013 Independent Research in Responsible Investment (IRRI) Survey, Sustainalytics was once again voted best research firm. Other top honours included:

Best environmental and social analyst (Dayna Linley-Jones - her second win)

Best client service/salesperson (Catalina Secreteanu - Sustainalytics' second win in this category)

2012

Sustainalytics partners with Chinese sustainability consultancy SynTaoIn September 2012, Sustainalytics announced a new research partnership with the Beijing-based sustainability consulting firm SynTao. Through this partnership Sustainalytics’ clients will receive access to SynTao’s on-the-ground studies and local expertise in Chinese securities while SynTao’s clients acquire insight into Sustainalytics’ global environmental, social and governance (ESG) research and analysis.

Sustainalytics Named Best RI Analysis Firm in IRRI 2012 SurveyIn addition to winning the award for best research firm, the first-ever Independent Research in Responsible Investment (IRRI) Survey saw Sustainalytics take top honours in four of the six categories in which it was eligible, including:

Best environmental and social analyst (Dayna Linley);

Best corporate governance analyst (Laurence Loubieres); and

Best client services/sales person in responsible investment research (Darragh Gallant).

Sustainalytics Acquires Responsible Research Pte LtdIn June 2012, Sustainalytics announced the acquisition of Singapore-based Responsible Research. Responsible Research in an award winning prodiver of Asian and emerging markets environmental, social and governance (ESG) research and analysis. Responsible Research's 2011 report The Future of Fish in Asia: Issues for Responsible Investors won the prestigious Farsight Award in 2012. The Farsight award is an initiative from Long Finance which rewards the best individual piece of analysis done by an investment research institution that integrates traditional financial analysis with longer-term environmental, social and governance issues.

Sustainalytics Sets Sights on South AmericaIn June 2012 Sustainalytics announced it hired Alejandro Navarro as a Responsible Investement Advisor to advance the firm's business development opportunities in South America and to further advance brand awareness in the region.

2011

Sustainalytics expands into France and DenmarkSustainalytics appointed representatives in both Paris and Copenhagen to provide responsible investment solutions and client servicing to the French-speaking and northern regions of Europe.

Sustainalytics opens office in RomaniaSustainalytics opened a new office in Timisoara, Romania. The Romanian analysts will be an integral part of the research product team and will focus primarily on emerging markets research.

NEWSWEEK selects Sustainalytics as Green Rankings Research partnerSustainalytics was selected as a new research partner for the 2011 NEWSWEEK Green Rankings. The Green Rankings assess the environmental policies, management systems, programs and disclosure of the U.S. 500 and the global 500 largest companies relative to their peers.

Sustainalytics and Sustinvest form strategic partnershipSustainalytics formed a strategic partnership with Sustinvest, Korea’s leading responsible investment research and consulting firm. Together, the companies provide responsible investors in Korea with global ESG analysis. The firms will also explore new products and services for the Korean market, including an ESG ranking of Korean companies that will be published in 2012.

2010

2010

Country Risk Monitor LaunchedThe Country Risk Monitor provides investors with an analysis of countries' vulnerability to ESG risks and opportunities. This valuable product will enable investors to make fully-informed decisions by assessing the performance of 136 countries, with 31 indicators covered, quarterly updates and customizable weights and ratings.

Michael Jantzi receives the first Canadian SRI Lifetime Achievement AwardMichael Jantzi, CEO of Sustainalytics received the Canadian SRI Lifetime Achievement Award in recognition of his outstanding contribution to the Canadian socially responsible investment industry.

Sustainalytics wins IPE/TBLI Best ESG Research House AwardSustainalytics was recognised as the Best ESG Research House at the TBLI Conference Europe 2010 in London. The IPE-TBLI Group ESG Leaders Awards honour select companies for their performance, transparency and innovation in the environmental, social and corporate governance (ESG) arena.

Sustainable Stock Exchanges: Real Obstacles, Real OpportunitiesSustainable Stock Exchanges: Real Obstacles, Real Opportunities is the first of two reports by Responsible Research addressing sustainability structures and practices of stock exchanges and their ability to promote improved ESG practices among companies on their exchanges. The 2010 report was commissioned by Aviva Investors as part of the Sustainable Stock Exchanges Initiative and prepared for the Sustainable Stock Exchanges 2010 Global Dialogue.

Responsible Research co-founds AsiaIRP Responsible Research was one of the founding members of AsiaIRP, the association for independent research providers in Asia. Lucy Carmody, Executive Director of Responsible Research, co-chairs the board of the association.

2009

2009

Jantzi Research Merges with SustainalyticsMerger of Jantzi Research Inc. and Sustainalytics., allying Canada's leading social investment analysis firm and Europe's leading responsible investment services provider. This merger is the natural result of a long-standing collaboration between the two research firms. Globally the firm operates as Sustainalytics and as Jantzi-Sustainalytics in North America. Sustainalytics is backed by committed shareholders; Triodos Bank, MeesPierson, PGGM and Michael Jantzi.

Sustainalytics U.S. OperationsSustainalytics opens an office in Boston, USA.

Responsible Research foundedResponsible Research was founded in 2009 by Lucy Carmody to address a perceived gap in the provision of reliable, nuanced ESG research on Asian companies based on a genuine understanding of local markets. Since its inception, Responsible Research has grown into an award winning independent research provider covering Asian and other key emerging markets.

2008

2008

Dutch Sustainability Research, Scoris and AIS form SustainalyticsDissolution of SiRi Company and launch of Sustainalytics, which brings together Dutch Sustainability Research (Netherlands), Scoris (Germany) and Analistas Internacionales en Sostenibilidad - AIS (Spain), creating an independent and innovative provider of responsible investment services.

2007

2007

Launch of the Controversial Weapons RadarDutch Sustainability Research launches the Controversial Weapons Radar, a Global Database which covers some 7,000 listed companies worldwide.

2004

2003

From SiRi Group to SiRi CompanyDue to the successful development of the SiRi Group, SiRi members decided to establish an independent for-profit company renamed SiRi Company to further expand and enhance the consulting services and underlying research. Dutch Sustainability Research was one of the co-founders of SiRi Company Ltd.

2002

2002

Creation of Dutch Sustainability ResearchTriodos Bank, FortisMeesPierson and PGGM founded Dutch Sustainability Research (DSR) as an independent Environmental, Social and Governance research firm and a spinoff of Triodos Research.

2000

2000

Creation of ScorisScoris was founded as a joint venture of several European rating agencies with Axel Wilhelm being the founder, shareholder and managing director.

Launch of Jantzi Social IndexJantzi Research launched the Jantzi Social Index with partners Dow Jones Indexes and Montreal-based State Street Global Advisors. The Jantzi Social Index, a socially screened, market capitalization- weighted common stock index modeled on the S&P/TSX 60 consists of 60 Canadian companies that pass a set of broadly based environmental, social, and governance rating criteria.

Creation of SiRi GroupSustainable Investment Research International Group (SiRi Group) was founded as a not-for-profit entity. It comprised eleven Socially Responsible Investment research organisations based in Europe, North America and Australia. Members included Jantzi Research, Scoris and Triodos Research, the latter playing an instrumental role in the foundation of SiRi Group. The foundation of SiRi Group marked the beginning of a long-lasting and fruitful collaboration between Scoris, Jantzi Research and Triodos Research.

1997

1997

1992

Creation of Jantzi ResearchMichael Jantzi founded Jantzi Research Inc. in Canada to monitor and report on Environmental, Social and Governance performance of publicly traded Canadian and global corporations.

The same year, he launches the Best-of-Sector methodology which is used to compare companies within a given peer group to industry best practices.